Filed December 24, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,753 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,894 | $111,608+2.9% | $177,821-35.4% | $73,409+56.5% |
| Participation rate | 98.5% | 87.9%+10.6pp | 87.7%+10.7pp | 72.2%+26.3pp |
| Annual return | 17.92% | 18.23%-0.3pp | 48.32%-30.4pp | 59.29%-41.4pp |
| Employer contribution / active EE | $4,262 | $3,796+12.3% | $5,918-28.0% | $2,234+90.8% |
| Participant deferral / active EE | $6,098 | $6,199-1.6% | $7,714-20.9% | $3,805+60.3% |
| Admin fee / account holder | $17 | $166-89.4% | $12,427-99.9% | $158-88.9% |